4 Industries Let s make this a bit more tangible Things Act Analyze Identify Enterprise Consumer Public Sector Sense Connect Policies & Standards Collect Value and Impact Are you clear where your company and efforts fit into the picture?

5 Connected devices IoT will be pervasive are you ready? By 2020 in the World Internet of Things Traditional connected devices 2013 to 2020: From half as many to twice as many growth of IoT devices relative to traditional connected devices By 2020 in Silicon Valley Nearly 30 billion devices Over 7.7 billion people 20X+ as many connected devices per person Over 3.2M people Over 3.5 per every human on the planet For a family of four: 250+ For us in this room: 15,000+ For all in Silicon Valley: 200M+

6 By 2020 IoT will impact close to 6% of the global economy $3.5T Revenue Redistributed Revenues realized within the world economy that will potentially move from one player to another with no net increase in total economy Revenues directly attributable to sale of IoT hardware, software, and services Additional IoT Revenues $344B Global Economy in 2020 $100T $177B Value to End Customer Direct reduction in costs driven by IoT and realized by end customers Direct increase in output per unit of cost, enabled by IoT and reinvested in productive assets and activities Productivity Improvement $1.9T IoT will be materially disruptive there will be winners and losers

8 It will take years for IoT potential to be realized Value buzz 1 $1.1B of. VC investment in IoT growing at 46% vs. 7% growth for all VC investment US government is investing $100M per year and UK just announced a 45m investment Cisco is investing $1B over 5 years; Intel has created IoT BU AT&T, Cisco, Intel, GE, IBM forming Consortium Survey Results 13% 59% 22% 2% 4% Do you have the right timeframe in mind?

13 IoT Tech Key Trends Sensors & Devices Costs will continue to fall but will continue to matter Cost of adding basic IoT functionality is expected to decrease five-fold from $5 today to $1 in 2020 Some costs will remain fairly flat cost of actuators, embedded computing capability, smart user interfaces Additional costs in higher integration complexity as the edge device or module is made smarter Functionality will continue to migrate to mobile and wearable Will provide more granular and timely location, motion, impact and other data that s good for most relevant applications Wearables (growing by >30% per year) are proliferating in a wide variety of form factors and targeting multiple end uses Market will continue to be fragmented, creating opportunities for new entrants Market for sensors & devices is fragmented along verticals and use cases expected to be the case through 2020 High levels of startup creation and M&A activity are expected as evidenced by ~50% growth in venture funding in the IoT spce Source: A.T. Kearney

14 IoT Tech Key Trends Infrastructure & Platforms Connectivity will become pervasive Mobile broadband internet penetration expected to grow from 74% in 2013 to 83% by 2018 Home broadband will reach saturation by 2017 with ~75% penetration Nearly all will have cellular coverage and nearly half of households will be cellphone only by 2020 Focus of innovation and investment will shift to cloud platforms Data aggregation & storage costs have fallen by >50% from 2009 to 2013 while computing power for a given size and cost has doubled every 18 months for the past 30 years; these trends are expected to continue The market will be fragmented along verticals as verticalspecific platform players bring application & service enablers to address specific pain points of the customer Investment by infrastructure and platform providers will continue to outpace enterprise IT investment as well as public sector IT infrastructure investment Source: A.T. Kearney

15 IoT Tech Key Trends Applications Applications will continue to be targeted value will migrate to analytics & decisioning The majority of applications are specific to a single use case or a collection of use cases (vs. an integrated suite) Basic communication and storage & retrieval apps are ahead of control & automation and data analysis the former will likely get commoditized while the latter remain proprietary Initial focus on data transparency will evolve to a focus on insights from aggregate information pools The battle to control the customer interface will continue Many players are attempting to create a walled garden ecosystem of sensors &devices and applications this trend will continue and players will continue to aggressively compete for the right to be the channel to the consumer More than one ecosystem will exist and each will be open to outside 3rd parties to deliver value added services Source: A.T. Kearney

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